Top 50 Htlf Bank Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VUG | Vanguard ETF/USA | 7.88% | 169.8K | $69.7M | -2.38%(-4.14K) | — | 2024-12-31 | |
| VTV | Vanguard ETF/USA | 7.24% | 378.3K | $64.0M | -1.18%(-4.51K) | — | 2024-12-31 | |
| HTLF | Heartland Financial USA Inc | 7.2% | 1.04M | $63.7M | -10.98%(-128.15K) | — | 2024-12-31 | |
| ITM | Van Eck Associates Corp | 6.62% | 1.27M | $58.6M | -0.04%(-557) | — | 2024-12-31 | |
| EFV | ISHARES | 3.88% | 653.5K | $34.3M | -0.40%(-2.60K) | — | 2024-12-31 | |
| EFG | BlackRock Fund Advisors | 3.8% | 347.3K | $33.6M | -0.17%(-608) | — | 2024-12-31 | |
| SHM | SSgA Funds Management Inc | 3.44% | 642.1K | $30.4M | +0.34%(+2.16K) | — | 2024-12-31 | |
| AAPL | Apple Inc | 2.92% | 103.3K | $25.9M | -3.63%(-3.89K) | — | 2024-12-31 | |
| MSFT | MICROSOFT CORP | 2.33% | 48.9K | $20.6M | -1.98%(-986) | — | 2024-12-31 | |
| QAI | INDEXIQ ETF TRUST/USA | 2.1% | 592.6K | $18.6M | -2.29%(-13.88K) | — | 2024-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | — | — |
| Top 20 Holdings Unweighted | — | — |
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